State and Local Tax (SALT) Planning

Our SALT Planning services are performed in a three-phase approach:

 

Phase I: Evaluation

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We evaluate our client’s business, including its structure, operations, and future plans, in order to identify and design planning strategies that are consistent with the business operations.  After presenting these potential tax saving options, the client then chooses which options to pursue.

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Phase II: Development

 

We then develop a comprehensive implementation action plan for each planning strategy chosen by the client. The action plan specifies each step necessary to implement the strategies and assigns tasks and deadlines to the client, ZHF professionals, or other client service providers.

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Phase III: Implementation

 

ZHF professionals take responsibility for the action plan to ensure that the tax planning strategies are implemented in an effective and timely fashion. We work proactively with the client to address any unexpected roadblocks to ensure a successful implementation of the tax saving strategy.

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Tax planning strategies can be implemented for the following tax types: sales, use, gross receipts, income, franchise, real property, net profit, and personal property.

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To further discuss our SALT Planning services and their benefits, please contact any one of the ZHF professionals.